Preferred Retirement Options, Inc

Aaron Davis is a financial advisor with Preferred Retirement Options, Inc in Las Vegas, NV, holding Series 63, 65, and 66 licenses and bringing 10 years of industry experience. He has worked with Preferred Retirement Options since 2018 and Barkdull Financial Group since 2015. In addition to his advisory role, Aaron manages insurance policies as an insurance agent for Barkdull Financial Group. Preferred Retirement Options primarily serves individual clients and sponsors of corporate retirement plans, providing personalized financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages discretionary investment activities while Preferred Retirement Options focuses on client relationships and ongoing coaching through workshops and seminars.

Olin Barkdull is a CFP® with 12 years of experience at Preferred Retirement Options, Inc. and over four decades in the financial services industry. He has also operated Barkdull Financial Group LLC since 2008. Barkdull is licensed as an insurance agent and spends a significant portion of his time selling life, health, and mutual fund products. Preferred Retirement Options serves individual clients and corporate retirement plan sponsors, providing personalized financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages discretionary investment activities while Preferred Retirement Options focuses on client relationships and annual reviews.

James Hancock is a Series 65-licensed financial advisor with Preferred Retirement Options, Inc., based in Ammon, Idaho, and has 13 years of industry experience. He has been with Preferred Retirement Options since 2012 and is also a partner in the East Idaho Flag Football League, a local sports organization. Additionally, he operates a life and health insurance business. Preferred Retirement Options primarily serves individual clients and corporate retirement plan sponsors, providing financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages investments while Preferred Retirement Options maintains client relationships and conducts reviews.

James Hancock is a financial advisor with Preferred Retirement Options, Inc. in Idaho Falls, Idaho, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Preferred Retirement Options since 2009. Hancock also holds a licensed insurance agent designation and dedicates a significant portion of his time to insurance-related activities. Preferred Retirement Options serves individual clients and sponsors of corporate retirement plans, providing personalized financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages discretionary investment activities while Preferred Retirement Options maintains client relationships and conducts annual reviews.

Vern Barkdull is a financial advisor with Preferred Retirement Options, Inc in Las Vegas, NV, holding a Series 65 designation and seven years of industry experience. He has worked with Preferred Retirement Options since 2018 and has been a self-employed insurance agent and partner at Barkdull Financial Group since 2008. Vern manages insurance policies for clients and oversees other agents within his insurance business. Preferred Retirement Options primarily serves individual clients and sponsors of corporate retirement plans, offering financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which handles discretionary investment management and trading while Preferred Retirement Options maintains client relationships and conducts annual reviews.